COMPLETED ASSIGNMENTS

American Housing Preservation Corporation, Portland, Maine

• Capital needs assessment of 24-unit low-income housing project.

Ariel Corporation, Augusta, Maine

• Managed completion and opening of 100 room Comfort Inn and Restaurant in Augusta, Maine.

Atlantic Pen Co., Portland, Maine

• Review of lease for new office and distribution facility.

Auburn Housing Authority, Auburn, Maine

• Capital needs assessment for elderly housing.

AutoEurope Maine, Inc., Portland, Maine

• Physical evaluation of proposed office building acquisition.

Bangor Housing Authority, Bangor, Maine

• Financial feasibility analysis of acquisition of elderly housing and establishment of 501(c)3 corporation.

Bernstein, Shur, Sawyer & Nelson, Portland, Maine

• Investment and regulatory analysis of a subdivision in Lincolnville, Maine.

Brewer Housing Authority, Brewer, Maine

• Analysis of proposed acquisition of elderly housing.

Bisson's Moving and Storage, West Bath, Maine

• Market study to prepare for lease renewal negotiations.

Brunswick Technologies, Inc., Brunswick, Maine

• Analysis of alternatives for relocation.

Carleton Investment Associates, Portland, Maine

• Review of operation and financial restructuring of seven apartment buildings.
• Tax assessment appeal for four apartment buildings.

Central Lodging Associates, Augusta, Maine

• Managed purchase of existing Howard Johnson Hotel, and its financing, renovation and conversion to a Holiday Inn with a new restaurant.

Central Maine Power Co., Augusta, Maine

• Site location assistance for major office center.

Coastal Enterprises, Inc., Wiscasset, Maine

• Financial analysis of proposed real estate acquisition.

Coliseum Seniors Associates, Nashua, New Hampshire

• Feasibility study of acquisition financing for 100-unit elderly apartment complex.

Colwell Construction Corporation, Augusta, Maine

• Business planning services including preparation of Business Plan.
• Preparation of design-build proposal for industrial user in mid-coast Maine.
• Preparation of construction cost estimates for lump-sum bid purposes.

Creative Housing Initiatives for Maine People, Sanford, Maine

• Development and financial planning of 50 unit elderly property.

Deerfield Associates, Portsmouth, New Hampshire

• Prepare development scheme and obtain federal, state and local land use permits for106-acre Technology Park in Deerfield, MA.

Downeast Energy Corporation, Brunswick, Maine

• Review and restructure of long term land lease.

Ellen M. Leach Memorial Home, Brewer, Maine

• Consultation and report on financial structure of low-income congregate care facility.
• Review of submission for determination of tax-exempt status.
• Debt and equity financing acquisition for two separate phases of development.

Eugene R. Cohen Trust, Portland, Maine

• Analyze real estate portfolio and develop approach to debt workout.

Expert Testimony

• Prepare expert testimony in a case involving a broker's activities in the sale of a property.
• Prepare expert testimony involving division of a shorefront parcel.

Eye Care and Surgery Center, Portland, Maine

• Site analysis and investment review for proposed expansion.

First Atlantic Corporation, Portland, Maine

• Analysis of management structure for a varied portfolio of properties in Southern Maine.

Freeport Housing Trust, Freeport, Maine

• Financial feasibility analysis of acquisition of elderly housing.

Housing Initiatives of New England Corporation, Portland, Maine

• General business consulting.
• Obtain determination of 501(c)3 tax-exempt status from the Internal Revenue
• Service.
• Acquisition and financial consulting for multiple Housing Finance Agency
• Financed elderly housing projects.
• Acquisition and financial consulting for five bond-financed elderly housing projects.
• Debt and equity financing for combined assisted living, congregate care and independent living senior housing project.

IDEXX Laboratories, Westbrook, Maine

• Site selection study and relocation of entire company to an 139,000 square foot facility.

Intelligent Controls, Saco, Maine

• Assistance in determining space needs, identifying general and specific alternatives and the acquisition of new facilities by lease.

Kims Crafts, Topsham, Maine

• Project management services for development of 6,500 square foot warehouse distribution facility.

L.L. Bean, Freeport, Maine

• Continuing advice and assistance in lease negotiations, acquisition and other real estate matters.

Len Libby Candy, Scarborough, Maine

• Reuse studies of existing retail facilities.

Lewiston Housing Authority, Lewiston, Maine

• Financial feasibility analysis of acquisition of elderly housing and establishment of 501(c)3 corporation.
• Market study for child care services in the Lewiston-Aubum, Maine area.

Liberty Square Associates, Newburgh, NY

• Tax credit equity funding for a 35-unit low income family apartment project.

Maine Development Associates, Bangor, Maine

• Capital needs assessment for seven low-income apartment projects.

Maine Mall Retailer, South Portland, Maine

• Assistance in structuring a new lease proposal for an extended term.

Maine National Bank, Portland, Maine

• Site selection study for 160,000 square foot operations center.

Maine Nephrology Associates, Portland, Maine

• Lease negotiation on new office space to be constructed.

Maine Potters Market, Portland, Maine

• Assistance on lease renegotiation.

Mainland Development Co., Portland, Maine

• Capital needs assessment of 140 unit low-income family apartment project.

McCurtain and Somes, Portland, Maine

• Asset management, planning and implementation of a liquidation plan for estate property.

Mid-Coast Health Services, Brunswick, Maine

• Developed lease format for land lease negotiation.

Multiple Handicap Center of Penobscot Valley, Bangor, Maine

• Comprehensive needs assessment of three group homes.

Nelson and Small Properties, Portland and Augusta, Maine

• Review of existing property investments to determine best strategies for ownership.

Newburgh Seniors LLC, Newburgh, NY

• Financial structure and equity financing for affordable seniors housing.

Northeast Airmotive, Portland, Maine

• Develop project outline and conduct negotiations for construction and leasing of a hangar at Portland Jetport.

Northern New Hampshire Mental Health and Developmental Services, Conway, New Hampshire

• Comprehensive needs assessments of two group home facilities.

Oak Park Associates, Lewiston, Maine

• Capital needs assessment for 85-unit low-income housing project.

O'Neil Properties, Inc., Portland, Maine

• Business planning assistance.

Peoples Heritage Bank, Portland, Maine

• Alternative use study of land parcel in Portland, including comparative values and marketing time.
• Reuse study for undeveloped second phase of condominium project.

Portland, Maine

• Residential real estate tax appeal resulting in 39% reduction in assessment.

Portsmouth Housing Authority, Portsmouth, New Hampshire

• Comprehensive needs assessments of two low-income apartment projects.

Private Conservationist, Scarborough, Maine

• Negotiation of land use agreement with the State of Maine for construction of an osprey nesting platform. Obtaining federal, state and local land use permits.

Private Estate

• Review of property appraisals to determine a reasonable private sale price.

Private Family, Coastal Maine

• Advice on division and development of large coastal parcel.

Private Family, Falmouth, Maine

• Commercial real estate tax appeal resulting in 33% abatement.

Private Homeowner, Falmouth, Maine

• Residential real estate tax appeal resulting in annual savings of $3200.

Private Homeowner, Scarborough, Maine

• Land use approvals for sand dune restoration.

Private Homeowner, Scarborough, Maine

• Land use approvals for repair and improvements to coastal retaining wall.

Private Homeowner, Scarborough, Maine

• Examination of alternative arrangements for public utilities serving small residential neighborhood.

Private Property Owner, Southern Maine

• Determination of fair market rent for a gasoline service station.

Regan Development Corp., Yonkers, NY

• Financial structure and equity financing for low income seniors housing.

Ricker Plaza Associates, Houlton, Maine

• Capital needs assessment for a 41 -unit low-income elderly apartment
• project.

Seawall Repair and Reconstruction, Scarborough, Maine

• Obtain state and local permits and oversee repair and replacement of storm damaged seawalls.

Sir Speedy, Portland, Maine

• Assistance on lease renegotiation.

South Portland Housing Authority, South Portland, ME

• Financial structure and debt and equity financing for 115 unit congregate care facility.

Sparhawk Mill Co., Yarmouth, Maine

• Market analysis and feasibility study for conversion of a former industrial building to other uses.

Somersworth Housing Authority, Somersworth, New Hampshire

• Comprehensive needs assessment of federally subsidized low-income housing project.

Spook Rock Elderly Housing, Suffern, New York

• Debt and equity financing for 230 unit apartment project acquisition utilizing New York State Housing Finance Agency debt issue and sale of low income housing tax credits.

Stonegate Land Company, Lincolnville, ME

• Feasibility examination of 100 unit retirement housing complex.

Systems Control, Sunnyvale, California

• Locate, negotiate purchase options and provide acquisition services for eight new sites for automotive emissions testing in Southern Maine.

Town of Cumberland, Maine

• Financial analysis and development services for town owned elderly housing project.

Wishcamper-O'Neil Properties, Portland, Maine

• Capital needs assessment for a 91 -unit low-income elderly apartment building located in Lewiston, Maine.
• Program management of renovations to a 125-unit low-income elderly housing project located in Wakefield, Rhode Island.
• Marketing study for 80 acre industrial park in Freeport, Maine.

Woodcock Management, Portland, Maine

• Comprehensive needs assessments of 5 low-income apartment projects located in Maine.

York-Cumberland Housing, Gorham, Maine

• Capital needs assessments of 25 low-income apartment projects.